Pour qui ?

Les clients utilisent principalement WebMerge pour automatiser l'assemblage de leurs documents afin de gagner du temps, de réduire les erreurs et de maintenir la cohérence au sein de leur organisation.

Notes moyennes

350 avis
  • Note globale 4.8/5
  • Facilité d'utilisation 4.5/5
  • Service client 4.8/5
  • Fonctionnalités 4.7/5
  • Rapport qualité-prix 4.5/5

Informations sur le produit

  • À partir de 29,00 $US/mois
    Consulter les tarifs
  • Version gratuite Oui
  • Essai gratuit Oui, obtenez un essai gratuit
  • Déploiement Cloud, SaaS, web
  • Formation Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Formstack
  • http://www.webmerge.me
  • Fondé en 2011

En savoir plus sur Formstack Documents

WebMerge automatise la création de votre document afin que vous n'ayez plus jamais à copier et coller ! Fusionnez automatiquement les données du Cloud en un document PDF, Word, une feuille de calcul Excel ou une présentation PowerPoint, en un instant et sans lever le petit doigt. Comment cela fonctionne-t-il ? En un mot, il s'agit de créer un document (ou un modèle) dans WebMerge, de l'intégrer avec les services les plus populaires pour envoyer les données à ce document et de recevoir une copie fusionnée. Sans couture. Automatique. Simple.

Formstack Documents - Fonctionnalités

  • Collaboration
  • Formats multiples d'édition
  • Modèles
  • Signature électronique
  • Suivi des interactions
  • Traitement des lots
  • Archivage et rétention
  • Automatisation des processus et flux de travail
  • Collaboration
  • Contrôles/Permissions d'accès
  • Création et conception de formulaires
  • Fonction de glisser-déposer
  • Gestion de versions
  • Recherche en texte intégral
  • Contrats formalistes
  • Contrats gouvernementaux
  • Côté achat (fournisseurs)
  • Côté vente (clients)
  • Gestion de cycle de vie des contrats
  • Gestion de versions
  • Gestion des flux de travail
  • Modèles prédéfinis
  • Recherche en texte intégral
  • Signature électronique
  • Suivi de la conformité
  • Suivi de la progression
  • Accès hors ligne
  • Archivage de documents
  • Assemblage de documents
  • Conversion du type de fichier
  • Gestion de versions
  • Indexation de documents
  • Outils de collaboration
  • Reconnaissance optique de caractères
  • Récupération des fichiers
  • Rétention de documents
  • Signature électronique
  • Suivi de la conformité

Avis les plus utiles sur Formstack Documents

Best Document Generator for SFDC

Publié le 02/11/2018
Robert (robby) J.
Business Analyst
Machines, 201-500 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: We had been using Salesforce's built in quote document tool to create customer facing documents. Anyone that has used it knows of the limitations of that feature of SFDC. I researched and discovered WebMerge. Installed it in our sandbox and had it running in minutes. They have an extensive trial period and after a few days realized it was the perfect affordable solution. Our documents look professional. Plus being able to use the document routing allows me to merge multiple documents into one. I am pulling in technical specifications from AWS S3 and merging into my quotes to create 1 document to give to the customer. WebMerge also helped me with the settings in AWS S3 to allow only WebMerge to access my data bucket.
I know there are many undiscovered uses that I am going to have for this product. Plus flexible pricing. You pay for number of merges - not number of pages.

Avantages: The more I use this product, the more i find out new things that it can do. Extremely flexible document template creation. Can use your own MS Office documents for templates or create using WebMerge template builder. Extremely easy to get up and going in a few minutes by uploading an existing Word document with merge fields. The ability to add logic to the templates (formatting,hide fields,sort,etc) is a game changer. If the data is in SFDA, you can get it into a WebMerge document. Another feature that makes this product unique is that you can include a custom SFDC SOQL query in your mappings to merge in almost anything from SFDC.
Even as great as the software is, the support is even better. You submit a case and almost immediately get a response and a solution. If you post a question, you get a response almost immediately. WebMerge will email and and respond to your emailed replies. They will help you until you get a resolution/solution. They will give helpful tips about how to tackle your use case. I bet I emailed them a few times a day with different questions and they replied each time with support.
I cannot explain how helpful this product has been to me to accomplish what I needed to do and I am going to be able to do so many more things that I did not realize. Also a lot of helpful articles on their website.

Inconvénients: Not really anything. If I had to pick something, when uploading a template to WebMerge - if you do get an error message at times it might be cryptic and hard to decipher but your error is usually easy to pick out of the message.

Awesome Tool, couldnt live without it

Publié le 15/01/2020
David G.
Consultant
Services et technologies de l'information, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: It provides the functionality to generate beautiful and logically complex documents through various methods leveraging the existing data in Salesforce. This can save our customers tonnes of time and provides their customers are much better customer experience.

Avantages: - Ease of use and simple template setup and editing.
- Power of the tool to do more complex queries and powerful If statements for complex merging.
- Plenty of delivery options that are super simple to setup.
- Full flexibility in how the documents are triggered including from apex, flows, and buttons.
- Pricing structure
- [SENSITIVE CONTENT HIDDEN]

Inconvénients: - Stronger Integration with FormstackSign would be nice.

Our tiny business just took a leap forward in professionalism!

Publié le 14/03/2019
Reggie R.
President
Gestion d'organisme à but non lucratif, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
Source : GetApp
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
5/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: We have a small business with three full-time employees, and we serve about 200 business customers per year. We rely heavily on automation to manage all of this between the three of us. Until recently, we had four employees, and we discovered Webmerge when our fourth employee announced that she was leaving to take another job. We wondered, "Who is going to create our contracts and invoices and other documents that we send to our clients?" We could try to hire another person OR we could try to automate all of those tasks. We decided to automate. We started investigating our options, discovered Webmerge, integrated it into our automated processes and BAM! our problem was solved. Not only were we able to automate everything the departed employee had been doing, we did so in a way that was faster, cheaper and more professional than ever before. Our clients noticed. To them it feels as if we have a team of 20 people. How else could we produce all of the professional looking documents so quickly. Our team noticed, too. My employees felt relief that this solution had been created, and the many contractors we represent noticed an improvement in the prep-docs they get for their events. Webmerge is an AMAZING tool, and it has completely transformed our business.

Avantages: It's very easy to use. We use a lot of automation and via Zapier and Docusign, we were able to easily integrate Webmerge into our existing automation. It's super easy to create templates and update templates.

Inconvénients: We haven't bumped into any cons with the software. Everything has worked perfectly for us.

Super Product for HR Automations

Publié le 21/10/2019
Farooq A.
Senior Manager HR
Médias en ligne, 10 001+ employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
Source : SoftwareAdvice
5/5
Note globale
5/5
Facilité d'utilisation
5/5
Fonctionnalités
5/5
Support client
3/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Overall Webmerge helped us acheive the paperless onboarding process and we have managed to configure the product overnight in less than 4 hours and we were live.

Avantages: Seamless Integrations with Zapier and Docusign. We are using this application for our Offer and Onboarding process integrated with Docusign.

Inconvénients: Cost is on a little higher side and support can be improved.

WebMerge helps merging data with colleagues

Publié le 27/01/2018
Matt K.
CEO
Logiciels, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
Source : SoftwareAdvice
3/5
Note globale
4/5
Facilité d'utilisation
3/5
Fonctionnalités
Support client
3/5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Avantages: WebMerge provides various templates and helps building the custom templates which can be merged with any kind of data. These documents can then be send to various contacts with our colleagues.
It helps integrating with various 3rd party applications.

Inconvénients: The user interface needs the improvement to make the application user friend. The functionality seems fine as it helps merging the information well.

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